Slide 1: Investor Presentation intimation letter to BSE and NSE
June 17, 2025 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C/1, Block G, Dalal Street, Mumbai - 400001 Bandra-Kurla Complex, Bandra (E), Mumbai - 400051 Scrip Code: 500135 Trading Symbol: EPL Sub. : Investor Presentation – EPL Limited (“Company”) Re
Slide 2: Leading the Pack: Resilient, Sustainable, Confident
r mae wep LEADING THE PACK, ~~) Resilient. Sustainabl Confident
Slide 3: Forward Looking and Cautionary Statement
Forward Looking and Cautionary Statement Certain statements in this release concerning our future prospects may be forward-looking statements, within the meaning of applicable securities laws and regulations. These statements by their nature involve a number of risks, assumptions and uncertainties t
Slide 4: Agenda
Investors Day 2025 Agenda 01 Company Overview 02 FY 25 Performance 03 Looking Ahead 3
Slide 5: Agenda: Company Overview
Investors Day 2025 Agenda 01 Company Overview 02 FY 25 Performance 03 Looking Ahead 4
Slide 6: Our Vision
Our Vision To be the most sustainable packaging company in the world 5
Slide 7: World's #1 Speciality Packaging Company
World’s #1 Speciality Packaging Company 22bn EPL Share ~10% Beauty, Beauty, Cosmetics & Cosmetics & Pharma Pharma EPL ~20% Global Market EPL Share ~35% Oral Care 42bn Tubes 17bn Oral Care EPL Share ~8% 3bn Food, Home & Food, Home & Industrial Industrial 6 EPL Share in Laminated Tubes ~26% 6
Slide 8: Industry Leading Innovation
2023: Brazil 2024 Rich Heritage Greenfield Industry Leading Innovation 2023 2024 Ecovadis Gold 2019: Acquired 2022: Launch of Maintained, by Blackstone Neo Seam – now in Top 40+ Years, 21 Plants, and rebranded 2022: Launch 360-degree printing 2% Entry into South as EPL of Metallic 11 Countries Ameri
Slide 9: Global Footprint
Oral Global Beauty & Cosmetics Pharma Footprint Home Industrial 11 5 Countries with Categories Served* 21 operational presence 5400+ State of the Art Employees Manufacturing Facilities Globally Germany 8bn+ USA Poland 25 Tubes Supplied UK* Nationalities Annually Represented Europe AMESA 22% of Annua
Slide 10: End to End Integrated Global Capabilities
Our Biggest Moat End to End Integrated Laminate Printing Tubing Caps • State of the art Blown Film and • Flexo, Digital, Letterpress, Dry offset, • Plastic and Lami tubing lines– • In-House Injection Moulding Lamination Lines Screen, Foil Printing upto 500 tubes/minute • In-house Graphics & plate ma
Slide 11: Trusted Partner for the world's most trusted brands
Trusted Partner for the world’s most trusted brands 20+ Years of Average 10 Relationship
Slide 12: Driving Governance & Performance
Independent Board Driving Governance & Performance Davinder Singh Brar Shashank Sinha Sharmila A Karve Anand Kripalu Board Chairman Independent Director Independent Director Managing Director & CEO Former Director RBI, Former CEO - Strides Pharma Former Head Audit & Risk – PWC Former CEO - Mondelez
Slide 13: Rich Mix of Vintage & Global Expertise
Strong Management Rich Mix of Vintage & Global Expertise Anand Kripalu Ram Ramasamy Deepak Goyal Sonal Jain Kamlesh Jain Chief Information Officer MD & CEO Chief Operating Officer Chief Financial Officer Global CHRO 2 years | 21 years 12 years | 27 years 4 years | 42 years 41 years | 44 years 2 year
Slide 14: Agenda: FY Performance
Investors Day 2025 Agenda 01 Company Overview 02 FY 25 Performance 03 Looking Ahead 13
Slide 15: Strong Financial Performance across all metrics
FY 25 Strong Financial Performance across all metrics Revenue EBITDA PAT ROCE 43,133 8,396 | 19.9% 3,626 18.0% INR Mn INR Mn | Margin % INR Mn 7.6% 17.5% | 1.7pp 32.5% 335 bps YoY Growth YoY Change YoY Growth YoY Growth 14
Slide 16: Continuous Improvement in Financial Performance
FY 25 Continuous Improvement in Financial Performance EBITDA (INR Mn) EBITDA Margin % PAT*(INR Mn) ROCE % EPS 7.2 8.6 11.4 8,396 19.9% 4,000 3,626 18.0% 7,143 3,500 18.2% 5,991 3,000 2,737 15.0% 2,500 2,278 14.7% 16.2% 2,000 19.2% 17.5% 1,500 20.1% 32.5% 1,000 500 - FY 23 FY 24 FY 25 FY 23 FY 24 FY
Slide 17: Margin Expansion driven by strategic initiatives
FY 25 Margin Expansion driven by strategic initiatives 2023 2025 Change Remarks AMESA 18.8% 18.5% (0.3)% Margin in target range EAP 20.6% 21.1% 0.5% Margin in target range Europe 9.1% 16.6% 7.5% Restructuring Initiatives Americas 11.3% 18.1% 6.8% Optimization Initiatives Global 16.2% 19.9% 3.7% 16 1
Slide 18: Agenda: Looking Ahead
Investors Day 2025 Agenda 01 Company Overview 02 FY 25 Performance 03 Looking Ahead 17
Slide 19: The Next Phase: Scale, Profitability & Capital Efficiency
Looking Ahead The Next Phase: Scale, Profitability & Capital Efficiency Double Digit Revenue Growth ROCE 18% → 25%+ • Aggressive B&C Play • Consistent margin improvement • Brazil scale up • Robust Capital Deployment model • Geographical Expansion with Thailand • Operational Efficiencies in NWC and a
Slide 20: Well Positioned to Capture the Large Opportunity
Double Digit Revenue Growth: Aggressive B&C Play Well Positioned to Capture the Large Opportunity Large B&C Opportunity Enhanced ‘Right to Succeed’ thru Innovations Beauty & Cosmetics: Neo Seam High Quality Printing EPL Volume Near Zero Side Seam Solutions 1.5Bn Tubes Opportunity 14Bn Tubes Stepped
Slide 21: Geographical Expansion through Greenfields
Double Digit Revenue Growth Geographical Expansion through Greenfields • Expansion within a year of operations • Exciting Market for tube (1.5Bn tubes market with • 3 new MNCs and local customers Opportunity to acquire customers through innovation • Strong B&C demand leading to additional and better
Slide 22: Path to 25%+ ROCE
ROCE Expansion Path to 25%+ ROCE Consistent Margin Expansion North Star Metric • EBITDA Growth ahead of Revenue Growth ROCE Robust Capital Deployment Model 25%+ • Capex equal to depreciation to fund double digit revenue growth By FY29 Operational Efficiencies • Disciplined Working Capital • Sweating
Slide 23: Sustainability Led Competitive Advantage
Sustainability Led Competitive Advantage Embedded Across the Business Capability Recyclable volumes scaling up fast EPL’s 85% 3X in two years 33% capacity is recyclable tube ready 21% 10% FY23 Actual FY24 Actual FY25 Actual 2023 EcoVadis Gold 2024 EcoVadis Gold Target EcoVadis 2022 EcoVadis Silver (
Slide 24: Specialty Packaging Trusted Partner Global Leader
#1 Specialty Packaging player in the world Trusted Partner to world’s most trusted brands Global Leader in Sustainable Offerings Solid Management team Consistent Growth with solid margin recovery Exciting Growth Outlook 23 23
Slide 25: Thank You
Thank You Corporate Office EPL LIMITED @Epl_limited Top Floor, Times Tower, Kamala City, Senapati Bapat Marg, Lower Parel, epl-limited Mumbai – 400 013, Maharashtra, India. Telephone: 022 24819000 epl_limited Website: https://www.eplglobal.com CIN:L7495MH1982PLC028947 24